The turnkey OS formodern insurance agencies.
Lead distribution, AI agents, and a native automation engine — deployed under your brand in minutes. Stop stitching together tools. Start scaling your agency like a tech company.
The platform
Everything an agency needs to operate. Nothing it doesn't.
Four pillars, one workspace. Replace your patchwork of CRMs, dialers, and spreadsheets with a single branded platform built for insurance distribution.
Lead Distribution Engine
Round-robin routing by state licensing, guaranteed monthly floors, and weighted batches. Every lead lands with the right agent — automatically.
AI Agents (Billable)
Deploy dedicated AI agents for support triage, weekly recaps, and SOP guidance. Metered usage with per-tier caps and automated overage billing.
White-Label Branding
Your logo, your colors, your domain. Each agency gets a fully branded instance — members never see 'AgencyRise'.
Native Automation Engine
Run the entire client lifecycle on automations — lead intake, SMS follow-ups, appointment booking. Or sync with GoHighLevel for power users.
Pricing
Plans that grow with your agency.
Every plan starts with a 14-day free trial. No setup fee, no card required to explore.
Starter
For the solo agent getting organized.
- Lead distribution engine
- Up to 3 team seats
- Partial white-label
- 5 AI-agent hours / mo included
- Native automation engine
- Email support
Operator
For agencies ready to scale distribution.
- Everything in Starter
- Up to 10 team seats
- Full white-label + custom domain
- Advanced analytics dashboard
- 25 AI-agent hours / mo included
- API access
- Priority support
Scale
For multi-agent orgs running at full throttle.
- Everything in Operator
- Unlimited team seats
- Multi-client dashboard
- 100 AI-agent hours / mo included
- Dedicated onboarding specialist
- White-glove migration
Add-on services
Done-for-you add-ons.
Don't want to build it yourself? Let our team handle marketing, webinars, and your own mobile app — each add-on layers onto any plan.
Managed Marketing
We run your paid social and search campaigns end-to-end. You bring the offer — we bring the pipeline. Ad spend billed separately.
Webinar Setup
A done-for-you webinar build — funnel, registration, follow-up sequences, and live production standing by. Turn key on your first cohort.
Native App
Your own white-labeled iOS + Android app, published to the stores and maintained on your behalf. Your agency, in every member's pocket.
Proof
Built on a real agency. Refined in production.
800+
Webinar prospects tracked
1.2k+
Leads auto-routed / month
312
Policy submissions / mo
47h
AI-agent time saved / mo
"We replaced four separate tools with AgencyRise. Lead routing alone paid for the platform in week one."
Agency Operator
Operator plan
"The white-label app made our agency look like a tech company overnight. Recruits couldn't believe it was ours."
Agency Owner
Scale plan + Native App
FAQ
Questions, answered.
Once you register, your white-labeled instance is live immediately with default branding. You can add your logo, colors, and custom domain from the Branding page in minutes — no developer required.
No. AgencyRise ships with a native automation engine covering lead intake, SMS follow-ups, and appointment booking. If your team already lives in GHL, you can run in hybrid mode and sync via your location's API token.
Each plan includes a monthly allowance of AI-agent hours. Usage beyond your cap is metered and billed automatically as overage — transparent, predictable, and capped per tier so there are no surprises.
Yes. Each organization can override the default integrations with its own Twilio account SID, auth token, and from-number from your org settings — or run on the platform defaults to start.
You pick a plan and enter billing. No setup fee on any tier. You can cancel anytime and export your leads, prospects, and policy records.
Launch your branded agency
in the next 10 minutes.
Join the agencies running on AgencyRise — lead distribution, AI agents, and your own white-labeled app, all in one workspace.